Finance 101: Budgeting Basics for New and Aspiring Heads

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This is the first in a series of webinars designed to equip new and aspiring school leaders with essential concepts to understand, manage, and communicate effectively their school’s financial health. Designed specifically from a school leader’s perspective, this introductory session covers operating budget fundamentals, including process and timing, key revenue and expense drivers, best practices, strategic financial planning, and revenue and expense forecasting. Participants will leave with practical insights that allow them to engage actively and knowledgeably with their finance teams, trustees, and stakeholders in the budgeting and financial planning processes.

Presented by Carney Sandoe Search Consultants:

Elyse Waterhouse: Former Director of Finance and Operations, The Spence School

Allison Gaines Pell: Former Head of School, The Wheeler School

Scott Nelson: Former Head of School, Rye Country Day School

The Future of Enrollment Management: Trends, Challenges and the Power of Collaborative Strategic Leadership

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Learn how visionary leadership and innovative planning can unlock new opportunities and transform challenges into growth. Discover how collaborative thought leadership can bring success to your enrollment efforts.This is your chance to gain the knowledge and inspiration needed to lead your school boldly into the future of enrollment success.

Moderated by Carney Sandoe’s Bill Leahy, featuring:

Jorge Delgado: Director of Enrollment and Planning at Thacher School

Mike Flanagan: CEO of New Org (formed by EMA/ERB Merger)

Nija Majmudar Meyer: V.P. for Enrollment Management at Woodward Academy

Jenny Richard: CEO of Common App

Debra Wilson: President of NAIS